Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.2B
AUM Growth
-$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,631
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$274M
3
+$242M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$236M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170M

Top Sells

1
+$116M
2
+$105M
3
+$51.8M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$49.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$31.9M

Sector Composition

1 Technology 2.65%
2 Financials 1.38%
3 Healthcare 1.35%
4 Consumer Discretionary 1.15%
5 Communication Services 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$94K ﹤0.01%
11,523
+8,671
1677
$91K ﹤0.01%
+1,965
1678
$91K ﹤0.01%
8,390
+2,661
1679
$91K ﹤0.01%
2,375
-1,740
1680
$91K ﹤0.01%
4,928
1681
$91K ﹤0.01%
3,200
1682
$91K ﹤0.01%
1,728
+20
1683
$91K ﹤0.01%
+3,251
1684
$90K ﹤0.01%
1,279
-563
1685
$90K ﹤0.01%
2,514
+1,873
1686
$90K ﹤0.01%
1,561
+25
1687
$90K ﹤0.01%
1,193
+10
1688
$90K ﹤0.01%
660
+5
1689
$90K ﹤0.01%
1,258
+87
1690
$90K ﹤0.01%
426
+75
1691
$90K ﹤0.01%
7,712
+4,939
1692
$89K ﹤0.01%
1,000
1693
$89K ﹤0.01%
1,498
-406
1694
$89K ﹤0.01%
2,700
1695
$89K ﹤0.01%
973
+20
1696
$88K ﹤0.01%
2,545
+187
1697
$88K ﹤0.01%
2,727
1698
$88K ﹤0.01%
742
-30
1699
$88K ﹤0.01%
871
-54
1700
$88K ﹤0.01%
3,874
+180
66 67
68
69 70